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Create Workspace

Last updated on Nov 04, 2024

In the single-tenant version of the system, you can create workspaces to isolate data. This ensures that users in different workspaces can only access their own workspace's data. The system is structured into two hierarchical levels:

  • Organization Level

    There is only one Organization within the system, and it can be thought of as a higher-level workspace. Data such as Agents, Knowledge Bases, and Tools are independent from individual workspaces , similar to how workspace data is isolated. However, LLM (Large Language Model) configurations are shared across all workspaces within the same organization. Workspaces do not have independent LLM settings.

  • Workspace Level

    Each workspace has independent data for Agents, Knowledge Bases, and Tools. Users in one workspace cannot view or modify another workspace's data. Users at the workspace level do not have the ability to configure the LLM settings and will share the LLM configuration set at the organization level.

Scenarios

  • For Enterprise Use:

    You can create multiple workspaces to segment different departments of the company. For example, you may create dedicated workspaces for the Marketing team and the Customer Support team, keeping their data isolated.

  • For Agency Use:

    Agencies can create separate workspaces for different clients to ensure that each client's data is securely isolated and managed independently.

Creating Workspaces

To create a workspace, log in as an Organization Admin . Navigate to the Settings menu and go to the Workspace tab. From there, click on “Add Workspace” , then enter the Workspace Name and a brief Description . After you input this information, the new workspace will be created, and ready for use.

When you create a new member in the system, you will have the option to assign specific workspace permissions. This allows you to define which workspace(s) the new member can access and modify. Members will only be able to interact with the workspace(s) you assign to them, ensuring data separation across workspaces.

For users that have access to multiple workspaces, they can easily switch between them using the left-hand menu. This allows users to freely navigate between different workspaces to access or edit the data associated with each one, without interfering with the data of other workspaces.